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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,884 | $183,592-87.5% | $155,574-85.3% | $145,877-84.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 17.53% | 61.37%-43.8pp | 64.87%-47.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $2,290 | $5,317-56.9% | $4,676-51.0% | $4,663-50.9% |
| Participant deferral / active EE | $4,740 | $6,466-26.7% | $5,629-15.8% | $6,691-29.2% |
| Admin fee / account holder | $214 | $19,316-98.9% | $15,914-98.7% | $13,402-98.4% |